Relationship Banker II: Digital-First Client Advocate

U.S. Bank; San Mateo (CA); Vor Ort; USD 40.000 - 54.000; Vollzeit

Benefits dieser Stelle

Healthcare (medical, dental, vision)

Paid vacation

401(k) and retirement plan

Parental leave

Sick leave

Zusammenfassung

U.S. Bank is seeking a Relationship Banker in California to engage customers across in-person, by appointment, and virtual channels, delivering tailored financial guidance and facilitating deposit and loan solutions.

You will open new accounts, process service requests, and educate clients on digital banking tools while aligning with branch teams to ensure accurate, compliant service. A background in retail banking and a high school diploma are required; the role emphasizes proactive outreach,

Qualifikationen

• High school diploma or equivalent.
• 4–5 years of retail banking experience or equivalent training.

Aufgaben

• Engage customers across channels to provide counsel and solutions.
• Open new consumer and business accounts and process service requests.
• Educate clients on digital banking products and self-service options.
• Collaborate with branch colleagues to deliver exceptional client experiences.
• Proactively identify customer needs and recommend appropriate banking solutions.

Kenntnisse

Relationship building

Client communication

Sales experience

Digital banking knowledge

Customer service

Interpersonal skills

Digital product demonstrations

Ausbildung

High school diploma or equivalent

Jobbeschreibung

U.S. Bank is seeking a Relationship Banker in California to engage customers across in-person, by appointment, and virtual channels, delivering tailored financial guidance and facilitating deposit and loan solutions.

You will open new accounts, process service requests, and educate clients on digital banking tools while aligning with branch teams to ensure accurate, compliant service. A background in retail banking and a high school diploma are required; the role emphasizes proactive outreach,